We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$167K +$116K +569 +282%
SSG
1002
Summit Securities Group
New York
$165K -$458K -2,255 -75%
PO
1003
Private Ocean
California
$165K -$45.7K -225 -23%
BAM
1004
Bellevue Asset Management
Washington
$163K – – –
Edmond de Rothschild Holding
1005
Edmond de Rothschild Holding
Switzerland
$158K +$19.3K +95 +15%
KFI
1006
Key Financial Inc
Pennsylvania
$155K +$21.5K +106 +17%
Salem Investment Counselors
1007
Salem Investment Counselors
North Carolina
$149K +$203 +1 +0.1%
PCG
1008
Private Capital Group
Connecticut
$147K – – –
NIM
1009
NuWave Investment Management
New Jersey
$146K +$137K +674 New
CT
1010
Clearstead Trust
Maine
$144K -$19.5K -96 -13%
DHGWA
1011
Dixon Hughes Goodman Wealth Advisors
North Carolina
$142K +$203 +1 +0.2%
BONH
1012
Bank of New Hampshire
New Hampshire
$142K +$133K +656 New
Benjamin F. Edwards & Company
1013
Benjamin F. Edwards & Company
Missouri
$139K -$20.3K -100 -13%
TFP
1014
Tilia Fiduciary Partners
North Carolina
$138K – – –
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$136K – – –
TD Ameritrade Investment Management
1016
TD Ameritrade Investment Management
Nebraska
$134K -$6.09K -30 -5%
IAM
1017
Infusive Asset Management
New York
$132K -$29.9K -147 -19%
FF
1018
FourThought Financial
Florida
$130K -$33.5K -165 -22%
Blackhill Capital
1019
Blackhill Capital
New Jersey
$130K – – –
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K -$5.69K -28 -5%
NR
1021
Newfound Research
Massachusetts
$122K -$53K -261 -32%
Benjamin Edwards Inc
1022
Benjamin Edwards Inc
Missouri
$121K +$61.7K +304 +120%
BAM
1023
Baldrige Asset Management
Pennsylvania
$120K – – –
TSWM
1024
Tyler-Stone Wealth Management
Ohio
$119K – – –
IBOK
1025
Independence Bank of Kentucky
Kentucky
$117K -$20.3K -100 -16%